Chris Clemens
Haven Tower Group, LLC
424.652.6520, ext. 102
cclemens@haventower.com
News
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18 Future Financial Advisors Attend ELEVATE
February 14, 2019 | Recent Coverage
Ladenburg Thalmann and its five independent advisory and brokerage firm subsidiaries sponsored Link to the Future (LTTF) at the January Ladenburg ELEVATE Advisory Symposium in Nashville, Tennessee. The LTTF program provides scholarships to enable university students who are majoring in business and interested in finance to attend the conference and gain knowledge from experienced advisors and industry leaders.
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Ladenburg IBDs aim growth plans at RIAs
January 31, 2019 | Recent Coverage
Helping the firm’s advisors purchase RIAs and recruit new ones into the profession served as the main motivating factors for the firm’s fee-only offering, according to Nagengast. If advisors “want to acquire an RIA-only practice,” they “should be able to bring that into the family,” he says, arguing that the firm is creating “an easier track to get young people into the business” by enabling practices to hire advisors who don’t have Series 6 or 7 licenses. “It is really about growth and flexibility,” he added.
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Many Small IBDs Are Struggling; Is It Time to Become an OSJ?
January 18, 2019 | Recent Coverage
In the current environment, this could be the right move for b/d executives seeking to restore growth, strengthen advisor productivity, and deal more efficiently with regulatory and operating responsibilities, says Jim Nagengast of Securities America.
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Securities America Welcomes Tim Petrovich as Senior Regional Director of Branch Office Development
December 04, 2018 | Press Releases
Tim Petrovich has joined the firm as a senior regional director of branch office development.
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Securities America Recruits Betcher Financial Group
November 08, 2018 | Press Releases
Securities America welcomes Betcher Financial Group, a network of nine advisors with approximately $250 million in client assets.
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Securities America Recruits Advisory Duo with $151 Million in Client Assets
October 18, 2018 | Press Releases
David Vinciguerra and Giovanni Vitale join largest Ladenburg subsidiary through Securities America-Affiliated Super-OSJ Evolution Financial Advisors
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Securities America Hires Michael Forster as Regional Director for Financial Institutions Branch Office Development
September 14, 2018 |
Recruiting executive’s deep industry knowledge to drive further growth in institutions-based wealth management channel.
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Recruiting the Children of Financial Advisors
September 13, 2018 | Recent Coverage
Focusing on youths with a certain amount of industry exposure brings recruitment success.
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Financial advisory firm Patriot Financial Group with $650M in assets joins Securities America
August 30, 2018 | Press Releases
The firm covers its home state, plus Rhode Island and Connecticut, with a focus on wealth management, retirement planning and insurance.
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Internship Provides Experience, And So Much More for Lapp
August 01, 2018 |
It used to be that “internship” implied “gain experience, but work for free.” Not anymore.
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